New partnership equips advisors with financial education and free access to RISR’s business insights, helping business owners plan successful exits and legacies
RISR, a leading business owner engagement platform for financial professionals, today announced a strategic partnership with The American College of Financial Services(‘The College’), the nation’s largest nonprofit educational institution devoted to financial services. This collaboration will enhance how financial advisors serve business owner clients by combining specialized education with powerful technology.
The College’s mission is to provide applied financial knowledge and education, promote lifelong learning and advocate for ethical standards to benefit society. It’s a mission rooted in history and focused on the profession’s future. This partnership with RISR brings that mission to life by pairing expert instruction with actionable tools to meet the complex needs of today’s business owner clients. As part of the collaboration, financial advisors who complete The College’s Business Succession Planning Certificate Program will receive complimentary access to a business insights report from RISR—a robust, data-rich overview that helps advisors uncover valuation, risk and growth opportunities for business owner clients. This benefit is designed to immediately translate the certificate’s learnings into real-world client impact.
“Advisors working with business owners are in a unique position to influence outcomes that directly impact retirement, legacy and generational wealth,” said Jason Early, founder and chief executive officer of RISR. “This partnership with The American College of Financial Services puts the right resources in their hands—specialized education and technology-enabled insights—so they can step confidently into their role as planning leaders during critical transition moments.”
Over 70 percent of privately held businesses are expected to change hands in the next decade, yet most business owners are unprepared to exit successfully. This knowledge gap presents a major opportunity—and responsibility—for advisors to step in and guide their clients through these life-changing transitions.
“Knowledge without action leaves potential on the table,” said Jared Trexler, senior vice president, chief marketing and strategy officer at The College. “This partnership bridges education and execution, arming advisors with the requisite tools to meet rising market demand for business planning and succession guidance.”
This initiative reflects both organizations’ commitment to elevating advisor impact and improving outcomes for business owners, who are key contributors to the U.S. economy. By making high-quality resources more accessible, the partnership aims to drive better decision-making, smoother transitions and more secure financial futures.
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